Isthmus Partners, LLC

Isthmus Partners, LLC (CRD# 171279) is a financial advisory firm headquartered in Madison, WI. They manage $1,108,775,286 in 1,352 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details

1 South Pinckney Street, Suite 818, Madison, WI 53703

http://www.linkedin.com/in/bruce-fox-45976216

By the Numbers

Total Assets Under Management

1,109

MILLION
Total Number of Accounts

1,352

ACCOUNTS
Average Account Value

$820,100

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MN, NC, TX, WI

Financial Advisors at Isthmus Partners, LLC

Showing 1 - 8 of 8 top financial advisors.

1

CRD#: 6662058

1 South Pinckney Street, Suite 818, Madison, WI 53703

William Fox (CRD# 6662058) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 7 years of experience in the finance industry.

2

Frank J. Gambino

CRD#: 2463345

1 South Pinckney Street, Suite 818, Madison, WI 53703

Frank Gambino (CRD# 2463345) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 30 years of experience in the finance industry.

3

Noel D. Goeddel

CRD#: 4568594

1 South Pinckney Street, Suite 818, Madison, WI 53703

Noel Goeddel (CRD# 4568594) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 24 years of experience in the finance industry.

4

David A. Hackworthy

CRD#: 2109487

1 South Pinckney Street, Suite 818, Madison, WI 53703

David Hackworthy (CRD# 2109487) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 30 years of experience in the finance industry.

5

CRD#: 2185799

1 South Pinckney Street, Suite 818, Madison, WI 53703

Joel McNeil (CRD# 2185799) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 32 years of experience in the finance industry.

6

Victor E. Rodriguez

CRD#: 1314441

1 South Pinckney Street, Suite 818, Madison, WI 53703

Victor Rodriguez (CRD# 1314441) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 21 years of experience in the finance industry.

7

Rebecca A. Wiegand

CRD#: 4977515

1 South Pinckney Street, Suite 818, Madison, WI 53703

Rebecca Wiegand (CRD# 4977515) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 17 years of experience in the finance industry.

8

Brandon A. Cloete

CRD#: 7233786

1 South Pinckney Street, Suite 818, Madison, WI 53703

Brandon Cloete (CRD# 7233786) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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